+247.2%
ORCL vs FIS
-55.2%
+302.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -6.5% | -27.4% | +20.9% | +1.6% |
| 30D | -16.6% | -16.8% | +0.3% | -13.6% |
| 3M | -21.6% | -32.6% | +11.0% | -13.5% |
| 6M | -39.4% | -33.4% | -6.0% | -33.3% |
| YTD | -38.7% | -56.0% | +17.4% | -22.9% |
| 1Y | -50.4% | -55.1% | +4.7% | -38.2% |
| 3Y | +8.1% | -41.4% | +49.5% | +18.8% |
| 5Y | +34.5% | -72.7% | +107.2% | +93.1% |
| All | +247.2% | -55.2% | +302.4% | +286.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling